# Fortress Wealth Group

Fortress Wealth Group is a Bank / Wealth / Trust based in Winter Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** Winter Park, FL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** fortresswealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/fortress-wealth-group

## Regulatory record

- **CRD number:** 308968
- **SEC file number:** 801-118769
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308968

## About

Fortress Wealth Group was established in 2020 and operates from Winter Park, Florida. The firm structures its client services around individual and institutional advisory relationships, providing investment management, financial planning, and insurance solutions. Its stated client base includes individuals, high-net-worth families, corporations, and charitable organizations. The firm's public filings describe a holistic wealth-management approach, combining asset allocation with planning services. The firm's investment-advisory mandate spans portfolio construction and ongoing management for private clients. Its regulatory disclosures indicate a focus on delivering bespoke portfolios rather than operating proprietary commingled funds or large-scale direct-investment programs. No specific portfolio companies, co-investors, or asset-class allocations are publicly detailed, reflecting the confidential nature of private-client advisory work. No team-size figure or AUM number is publicly reported. The firm's regulatory registration in Florida provides the primary structural visibility; no additional office locations or affiliated entities — such as philanthropic foundations, real-estate arms, or peer-network memberships — have been disclosed. As of mid-2026, no operational events, strategic hires, or new service launches have been announced in publicly available sources. Fortress Wealth Group operates as a boutique registered investment advisor, not a multi-family-office platform or institutional asset manager. Its structural differentiator lies in its integrated service model — offering investment advice, financial planning, and insurance under a single advisory roof for a localized Florida client base — rather than in scale, proprietary deal flow, or a unique sourcing network.

## Questions

### What services does Fortress Wealth Group provide?

The firm provides investment management, financial planning, and insurance advisory services. Its regulatory filings indicate it serves individuals, high-net-worth families, corporations, and charitable organizations. The service model combines portfolio management with broader financial planning under a single advisory relationship.

### Where is Fortress Wealth Group headquartered?

The firm is headquartered in Winter Park, Florida, a suburb of Orlando. Its SEC registration and website domain place the firm's operations in this market. No additional office locations have been disclosed.

## Related profiles

- [Fortress Private Ledger](https://altss.com/profile/fortress-private-ledger)
- [Fortum](https://altss.com/profile/fortum)

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Last updated: 2026-06-03T20:00:00.000Z

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